Michael Lay (CRD# 5201752) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 16 years of experience in the finance industry. Michael Lay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Executive Wealth Management | Brighton, MI | Jan 2023 - Current | 1 |
Executive Wealth Management | Brighton, MI | Apr 2022 - Current | 2 |
Ewm Tax Solutions, LLC | Brighton, MI | Feb 2021 - Current | 3 |
Ewm Capital, LLC | Brighton, MI | Feb 2017 - Current | 7 |
Executive Wealth Management | Brighton, MI | Nov 2016 - Current | 7 |
Executive Wealth Management | Brighton, MI | Feb 2014 - Current | 10 |
Executive Financial Planning | Brighton, MI | Jun 2007 - Current | 16 |
Private Client Services LLC | Brighton, MI | Jun 2017 - Jul 2023 | 6 |
Executive Wealth Management | Brighton, MI | Feb 2017 - Dec 2022 | 5 |
Invest Financial Corp. | Tampa, FL | Feb 2009 - Jun 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2007 |
- CO
- IN
- MI
- WA
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Total Assets Under Management1,439MILLIONS
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Total Number of Accounts7,577ACCOUNTS
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Average Account Value$189,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI
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